Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Will Burns is a Financial Advisor committed to providing clients a workable strategy in their efforts to pursue the lifestyle and financial future they desire. Will understands that each client is unique and takes the time to get to know his clients. He works closely with their attorneys and CPAs in order to tailor tax minimization strategies that align with their overall financial and estate planning goals.
Will was born and raised in Atlanta, GA and moved to Tennessee to attend the University of the South. After graduating, he moved to Nashville to attend Belmont University College of Law where he earned his Juris Doctorate in 2016. While at Belmont Will focused his studies in the areas of family law, estate planning, business and tax law. He is an active member of the Tennessee Bar Association, the Williamson County Bar Association and the Private Director's Association, although he does not provide legal advice in his role at Merrill.
Will and his wife Kate have two young children, and enjoy horseback riding and spending time in the outdoors. They are active members of St. George's Church.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
The University of the South
Belmont University College of Law
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will help you sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.